Group 1 - The core viewpoint indicates that the semiconductor sector is expected to maintain optimistic growth trends driven by AI and domestic innovation, with the semiconductor industry likely to benefit from industry dividends through the holdings of the Sci-Tech 50 ETF [1][2] - The Sci-Tech 50 ETF (588000) has shown a strong performance, with a 0.58% increase as of 10:18 on August 21, and a 6.22% rise over the past five days, driven by notable performances from holdings like Jingchen Co. and Cambrian [1] - The holdings of the Sci-Tech 50 ETF are heavily concentrated in the electronics sector (63.74%) and the pharmaceutical and biological sector (11.78%), totaling 75.52%, indicating a high concentration in hard technology [2] Group 2 - The semiconductor sector is projected to maintain a peak season in Q3, with positive earnings forecasts from various companies in the second quarter, suggesting a robust performance outlook [1] - The ETF's holdings include various segments such as semiconductors, medical devices, software development, and photovoltaic equipment, highlighting its focus on high-tech industries [2] - Investors optimistic about the long-term development prospects of China's hard technology are encouraged to continue monitoring the Sci-Tech 50 ETF [2]
科创50ETF(588000)震荡走强上涨0.58%,机构称全球半导体增长延续乐观增长走势
Mei Ri Jing Ji Xin Wen·2025-08-21 04:46